Concept: Reporting and Analysis

When preparing to build reports in Adaptive Planning, you can evaluate these options to decide which reporting tool is best for you:

Web Reports enable you to:

Quickly create reports to review specific scenarios or standardized views for the end-users.

Work with and share the same data in a secure manner.

Use an easy drag-and-drop interface.

OfficeConnect enables you to:

Combine Adaptive Planning data with the power of Excel to build complex formulas using detailed formatting.

Refresh reports easily to always reflect the latest data.

Pull the data in to Microsoft Word or PowerPoint to present to other groups.

Dashboards enable you to:

Create dynamic visualizations for your data.

Enter data in your sheets on dashboards to update all related charts.

Strength Comparison

Compare the strengths of the different reporting options to evaluate the best reporting tool for you.

Capabilities	Web Reports	OfficeConnect	Dashboards
Web-based	Yes	No Links to latest Adaptive Planning data	Yes
Selection parameters and filters	Yes Both parameters and filter	Yes Only filters	Yes Only filters
Drilling options	Yes Explore Cell Drilling by dimensions and attributes	Yes Explore Cell Expand and collapse options	Yes Explore Cell in sheets and charts Drilling by dimensions
Graphical visualizations of data	No	Yes Using Excel capabilities	Yes
Export to Excel	Yes	Yes	No
Export to PDF	Yes	Yes Using Excel capabilities	Yes
Use in process tasks	Yes	No	Yes
Flexibility to stack and arrange elements	No Grid-like layout with limited flexibility	Yes Grid-like layout with more flexibility	Yes
Formatting	No Limited formatting options	Yes Full formatting capabilities of Excel	Yes Limited formatting
Calculations and formulas	Yes Calculation elements Report-specific formulas	Yes Full formula capabilities of Excel	Yes Calculations in charts
Sharing with other users or groups	Yes Requires Adaptive Planning sign-in and some navigation experience	No File versioning and sharing is offline. Share as Excel files with non Adaptive users.	Yes
Ad hoc reporting	No Manage element hierarchy display in the report builder Expand or collapse parent elements in the report viewer	Yes Expand or collapse elements Group elements Keep or remove elements from expansions	No
Create and schedule snapshots	Create snapshots only	No	Yes
Notifications	Yes Send notifications when sharing reports	No	Yes Send notifications when sharing snapshots